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Elkhorn Investments’s Yum! Brands YUM Stock Holding History

Elkhorn Investments’s Portfolio YUM Stock Details YUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$2.13M Buy
26,118
+7,547
+41% +$597K 1.12% 17
2017
Q3 		$1.37M Buy
18,571
+1,473
+9% +$111K 1.02% 41
2017
Q2 		$1.28M Buy
+17,098
New +$1.19M 1% 40

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Elkhorn Investments's YUM Position: Q4 2017 in Review

Elkhorn Investments increased its Yum! Brands (YUM) stake by 41% in Q4 2017, buying an estimated $597K and bringing the position to 26,118 shares worth $2.13M. The position accounts for 1.12% of the portfolio, ranked #17.

Elkhorn Investments first reported a position in YUM in Q2 2017 and has held it in 3 quarters since. 913 funds tracked by Wall St. Rank hold YUM as of Q4 2017.

  • Elkhorn Investments held 26,118 shares of Yum! Brands worth $2.13M as of Q4 2017.
  • Elkhorn Investments bought 7,547 Yum! Brands shares in Q4 2017, an estimated $597K.
  • Yum! Brands made up 1.12% of Elkhorn Investments's portfolio in Q4 2017, its #17 holding.
  • Elkhorn Investments first reported a position in Yum! Brands in Q2 2017 and has held it in 3 quarters since.
  • 913 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.